Kathleen S. Wright Associates Inc. Vanguard Energy ETF Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Energy ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 700 shares of VDE stock, worth $80,241. This represents 0.03% of its overall portfolio holdings.
Number of Shares
700
Previous 645
8.53%
Holding current value
$80,241
Previous $78,000
7.69%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VDE
# of Institutions
752Shares Held
23.6MCall Options Held
142KPut Options Held
23.2K-
Bank Of America Corp Charlotte, NC2.51MShares$287 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.68MShares$192 Million0.01% of portfolio
-
Ubs Group Ag1.37MShares$156 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.18MShares$135 Million0.03% of portfolio
-
Wealthfront Advisers LLC977KShares$112 Million0.35% of portfolio